An accounting software for Mac users, offering customizable reporting, financial management tools, and integration with Mac-specific functionalities.
QuickBooks for Mac is a financial management tool tailored to meet the specific needs of Mac users. It allows users to consolidate forms in a single email to clients, create custom email templates, and handle statements and credit card transactions efficiently. Additionally, it provides a complete system for managing expenses, invoices, and checks.
The software integrates seamlessly with Mac OS X, including features like MobileMe for file backup and direct integration with the Mac OS X Address Book for managing contact information. Users can also set up reminders in iCal for tasks like printing invoices or paying bills. A significant aspect of QuickBooks for Mac is its ability to facilitate communication with Windows users, as it enables the sending of QuickBooks files that are readable across different versions of the software, promoting cross-platform compatibility.
QuickBooks for Mac aids in tracking expenses by category and simplifies the process of managing sales tax. It also allows for the creation and printing of checks using batch processing for better financial control. The software’s reminder feature helps in timely bill payments to avoid late fees.
The software centralizes customer contact and transaction data, enhancing the efficiency of tracking and following up on accounts. It simplifies the process of creating invoices from a variety of pre-designed templates, which can be customized to include company branding.
The general ledger feature provides a consolidated view of financial status, including receivables, payables, and income/expense performance. Over 100 pre-designed reports are available, which can be customized for deeper business insights. These reports can be exported to Microsoft Excel for further analysis.
QuickBooks for Mac’s inventory management feature helps in tracking inventory levels, setting reorder points, and avoiding overstocking or backorders. The payroll feature simplifies employee management, including processing payroll with tax deductions, direct deposit options, and the generation of necessary tax forms.
The software streamlines the creation of purchase orders and automatically reconciles received items with corresponding purchase orders. Lastly, the time tracking functionality ensures accurate billing by tracking time by employee, service, and customer, and integrating this information directly into invoices.
QB used to be great but is a pain now. With each upgrade, something no longer works. Or it changes but you can’t get answers on how to work with the change. I am actively looking for replacement software.
I like that it is easy to send the accountant reports
The desktop version for Mac is not well supported. Answers and manuals are outdated and don’t match the upgrades. It’s not worth the effort to use.
Easy to use solution.
We have QB for Mac 2015 desktop. We all feel the program is great and warrants a 4 star.